BlackRock Enhanced Equity Dividend Trust Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of BDJ?
Owner Type	Number of Shares	Ownership Percentage
Individual Insiders	31,400	0.0173%
Institutions	33,865,745	18.7%
General Public	147,584,587	81.3%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 15% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
1.91%	Raymond James Financial Inc., Asset Management Arm	3,471,052	US$29.5m	66.7%	0.01%
1.79%	Morgan Stanley, Investment Banking and Brokerage Investments	3,256,207	US$27.7m	3.01%	no data
1.71%	Wells Fargo & Company, Securities and Brokerage Investments	3,105,800	US$26.4m	1.29%	0.01%
1.21%	Invesco Capital Management LLC	2,195,912	US$18.7m	-10.2%	0.01%
1.13%	Guggenheim Partners, LLC	2,056,643	US$17.5m	8.89%	0.15%
0.76%	LPL Financial Corporation, Asset Management Arm	1,383,779	US$11.8m	-4.94%	no data
0.6%	Stifel Asset Management Corp.	1,096,063	US$9.3m	0%	0.01%
0.6%	Advisors Asset Management, Inc.	1,082,990	US$9.2m	0%	0.18%
0.5%	UBS Asset Management AG	908,165	US$7.7m	1.69%	no data
0.5%	Royal Bank of Canada, Banking & Securities Investments	901,518	US$7.7m	0.88%	no data
0.46%	Eaton Vance Management	831,698	US$7.1m	0%	no data
0.36%	WaterFront Wealth Inc.	644,507	US$5.5m	3.75%	1.34%
0.35%	Karpus Management Inc.	643,199	US$5.5m	-4.6%	0.16%
0.33%	Penserra Capital Management LLC	596,153	US$5.1m	0%	0.1%
0.32%	Amplify Investments LLC	587,389	US$5.0m	0%	0.91%
0.32%	Commonwealth Equity Services, LLC	585,303	US$5.0m	2.24%	0.01%
0.31%	AQR Capital Management, LLC	568,429	US$4.8m	-51.5%	0.01%
0.29%	Merrill Lynch & Co. Inc., Banking Investments	526,691	US$4.5m	-24.7%	no data
0.29%	Cook Wealth, LLC	521,586	US$4.4m	-19.5%	2.19%
0.28%	Kovitz Investment Group Partners, LLC	513,309	US$4.4m	56.8%	0.01%
0.26%	Boothe Investment Group, Inc.	475,005	US$4.0m	-16.8%	1.83%
0.22%	Columbia Management Investment Advisers, LLC	397,896	US$3.4m	-9.9%	no data
0.17%	Janney Montgomery Scott LLC, Asset Management Arm	302,742	US$2.6m	14.5%	0.01%
0.16%	Hennion & Walsh Asset Management, Inc.	289,956	US$2.5m	24.4%	0.11%
0.16%	Allspring Global Investments, LLC	282,791	US$2.4m	-14.8%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/05/12 04:32
End of Day Share Price	2025/05/12 00:00
Earnings	2024/12/31
Annual Earnings	2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

BlackRock Enhanced Equity Dividend Trust is covered by 1 analysts. 0 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Alexander Reiss	Stifel, Equities Research